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Bank of New York Mellon
BK

Overview Fund Activity

766 hedge funds and large institutions have $35.9B invested in Bank of New York Mellon in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 251 increasing their positions, 284 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
22.03%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.15%
New
49
Increased
251
Reduced
284
Closed
42
Calls
$119M
Puts
$95.7M
Net Calls
+$23.4M
Net Calls Change
-$16.7M

Top Buyers

1
TFM
Trian Fund Management
New York
$716M
2
CS
Credit Suisse
Switzerland
$599M
3
Dodge & Cox
Dodge & Cox
California
$2.53B
4
Citigroup
Citigroup
New York
$146M
5
Norges Bank
Norges Bank
Norway
$190M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$2.49B
2
Credit Agricole
Credit Agricole
France
$27.5M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$234M
4
SAM
Southeastern Asset Management
Tennessee
$1.29B
5
SOMRS
State of Michigan Retirement System
Michigan
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
651
SSI Investment Management
California
$242K -$4.71K -127 -2%
KB
652
Kimelman & Baird
New York
$242K +$3.3K +88 +1%
GLI
653
Guardian Life Insurance
New York
$241K -$973 -26 -0.4%
BC
654
Barnett & Company
Tennessee
$237K -$1.31K -35 -0.6%
AI
655
Accredited Investors
Minnesota
$236K – – –
PGIM
656
Pacific Global Investment Management
California
$230K +$598 +16 +0.3%
UR
657
USCA RIA
Texas
$230K +$230K +6,149 New
BB
658
Busey Bank
Illinois
$224K – – –
VCAM
659
Valentine Capital Asset Management
California
$223K -$43.1K -1,150 -16%
CAM
660
Chesapeake Asset Management
New York
$223K -$22.5K -600 -9%
Diamond Hill Capital Management
661
Diamond Hill Capital Management
Ohio
$220K -$601 -16 -0.3%
BPM
662
Bowling Portfolio Management
Ohio
$220K – – –
AW
663
Alpha Windward
Massachusetts
$219K -$26.2K -699 -11%
EA
664
Emerald Advisers
Pennsylvania
$216K -$7.15K -191 -3%
BBI
665
Baxter Bros Inc
Connecticut
$216K +$216K +5,757 New
CAW
666
Cornerstone Advisors (Washington)
Washington
$212K +$1.72K +46 +0.8%
Wellington Management Group
667
Wellington Management Group
Massachusetts
$211K -$211K -5,624 -50%
MA
668
Montag & Associates
Georgia
$206K +$206K +5,501 New
TCM
669
Texan Capital Management
Texas
$205K +$205K +5,471 New
SSWM
670
Sheets Smith Wealth Management
North Carolina
$205K +$205K +5,474 New
SWP
671
Stratos Wealth Partners
Ohio
$203K +$203K +5,392 New
TCOTO
672
Trust Company of the Ozarks
Missouri
$202K +$202K +5,400 New
W
673
Wealthfront
California
$197K +$102K +2,675 +107%
DAM
674
Delta Asset Management
Tennessee
$182K – – –
SAMC
675
Shinko Asset Management Company
Japan
$174K – – –
25 26
27
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